Civic Intelligence

Temecula Valley Unified School District Educational Foundation

990EZ • Fiscal year 2014 • EIN 43-2007692

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 11, 2015

Organization ProfileN/A
30520 Rancho CA RdTemecula, CA 92591

(951) 694-1986

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.14x

Higher debt load relative to assets than 79% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

84th percentile

0.15x

Higher debt load relative to revenue than 84% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

87th percentile

65%

Faster asset growth than 87% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

58th percentile

7.2%

Faster revenue growth than 58% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$85,067

Up $33,614 (+65%) from 2013

Net Assets

Up

$72,823

Up $36,733 (+102%) from 2013

Liabilities

Down

$12,244

Down $3,119 (-20%) from 2013

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin89th percentile

Revenue

Up

$83,375

Up $5,577 (+7.2%) from 2013

Expenses

Down

$48,642

Down $15,547 (-24%) from 2013

Net Income

Up

$34,733

Up $21,124 (+155%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2010: $9,388Liabilities 2010: $02010Assets 2011: $40,738Net Assets 2011: $40,7382011Assets 2012: $19,631Liabilities 2012: $02012Assets 2013: $51,453Liabilities 2013: $15,363Net Assets 2013: $36,0902013Assets 2014: $85,067Liabilities 2014: $12,244Net Assets 2014: $72,8232014Assets 2015: $48,261Liabilities 2015: $10,570Net Assets 2015: $37,6912015Assets 2016: $71,378Liabilities 2016: $10,570Net Assets 2016: $60,8082016Assets 2017: $66,505Liabilities 2017: $10,570Net Assets 2017: $55,9352017Assets 2018: $129,025Liabilities 2018: $10,921Net Assets 2018: $118,1042018Assets 2019: $89,164Liabilities 2019: $10,921Net Assets 2019: $78,2432019

Highlighted filing

2014

Assets$85,067
Liabilities$12,244
Net Assets$72,823
Open 2014 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2010: $34,995Expenses 2010: $25,790Net Income 2010: $9,2052010Revenue 2011: $77,373Expenses 2011: $47,493Net Income 2011: $29,8802011Revenue 2012: $63,572Expenses 2012: $83,260Net Income 2012: -$19,6882012Revenue 2013: $77,798Expenses 2013: $64,189Net Income 2013: $13,6092013Revenue 2014: $83,375Expenses 2014: $48,642Net Income 2014: $34,7332014Revenue 2015: $82,081Expenses 2015: $112,312Net Income 2015: -$30,2312015Revenue 2016: $79,038Expenses 2016: $55,921Net Income 2016: $23,1172016Revenue 2017: $99,896Expenses 2017: $104,769Net Income 2017: -$4,8732017Revenue 2018: $201,700Expenses 2018: $139,531Net Income 2018: $62,1692018Revenue 2019: $112,317Expenses 2019: $152,178Net Income 2019: -$39,8612019

Highlighted filing

2014

Revenue$83,375
Expenses$48,642
Net Income$34,733
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 11, 2015
Return Version
2014v5.0
Gross Receipts
$133,834
Mission and Program Overview

Mission

Support educational programs in the temecula valley community

Program Services

DescriptionGrantsExpenses
SUMMER ENRICHMENT PROGRAM PROVIDED EDUCATIONAL OPPORTUNITIES TO STUDENTS IN THE TEMECULA VALLEY COMMUNITY-$39,344
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECCA WEERSINGPresidentPT$0--
JENNIFER SEVILLATreasurerPT$0--
JEANNIE HARDYParliamentarianPT$0--
CINDY SANZSecretaryPT$0--
MARK KATANVice PresidentPT$0--
MORRIS MYERSDirectorPT$0--
BARBARA BURKETTDirectorPT$0--
DIANA DAMON-WHITEDirectorPT$0--
MARY JENKINS STEINDirectorPT$0--
SUSAN MIYAMOTADirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser$66,952$66,952$15,066$51,886
Total Events$66,952$66,952$50,459$16,493
Filing and Contact Details

Filer

Filer Name
Temecula Education Foundation
EIN
43-2007692
Phone
9516941986
Address
30520 RANCHO CA RD, TEMECULA, CA 92591

Signing Officer

Name
Rebecca Weersing
Title
President
Phone
9516941986
Signed
2015-11-11

Preparer

Firm
Daniel S Venne CPA
Address
41911 FIFTH STREET SUITE 300, TEMECULA, CA 92590
Preparer
Daniel S Venne
Phone
9516941986
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Bank charges 365. Class supplies expense 661. Insurance 551. Licenses & fees 35. Office expense 120. Payroll tax expense 4343. Postage 49. Web services 475. Workers comp expense 1219. Dues and subscriptions 255. Leased equipment 575.”

Form 990EZ, Part I, Line 20

“Temporary restricted net asset- arts-goals-spirit rn 2000.”

Form 990EZ, Part II, Line 26

“Tem ccp partnership foster youth 15363. 12244.”

Raw XML Appendix175 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0REBECCA WEERSING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER SEVILLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEANNIE HARDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CINDY SANZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARK KATAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MORRIS MYERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BARBARA BURKETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DIANA DAMON-WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARY JENKINS STEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9SUSAN MIYAMOTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PARLIAMENTARIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt02000
IRS990EZ/OtherExpensesTotalAmt08648
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT EDUCATIONAL PROGRAMS IN THE TEMECULA VALLEY COMMUNITY
IRS990EZ/ProgramServiceRevenueAmt056366
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUMMER ENRICHMENT PROGRAM PROVIDED EDUCATIONAL OPPORTUNITIES TO STUDENTS IN THE TEMECULA VALLEY COMMUNITY
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IRS990EZ/SalariesOtherCompEmplBnftAmt039344
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt016493
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt015363
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt012244
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048642
IRS990EZ/TotalProgramServiceExpensesAmt039344
IRS990EZ/TotalRevenueAmt083375
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0133
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt010516
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015066
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt018442
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK CHARGES 365. CLASS SUPPLIES EXPENSE 661. INSURANCE 551. LICENSES & FEES 35. OFFICE EXPENSE 120. PAYROLL TAX EXPENSE 4343. POSTAGE 49. WEB SERVICES 475. WORKERS COMP EXPENSE 1219. DUES AND SUBSCRIPTIONS 255. LEASED EQUIPMENT 575.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TEMPORARY RESTRICTED NET ASSET- ARTS-GOALS-SPIRIT RN 2000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEM CCP PARTNERSHIP FOSTER YOUTH 15363. 12244.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA WEERSING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09516941986
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEMECULA EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TEME
ReturnHeader/Filer/EIN0432007692
ReturnHeader/Filer/PhoneNum09516941986
ReturnHeader/Filer/USAddress/AddressLine1Txt030520 RANCHO CA RD
ReturnHeader/Filer/USAddress/CityNm0TEMECULA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092591
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DANIEL S VENNE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt041911 FIFTH STREET SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEMECULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092590
ReturnHeader/PreparerPersonGrp/PhoneNum09516941986
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL S VENNE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-13T16:16:37-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,067
Liabilities
$12,244
Net assets
$72,823
Revenue
$83,375
Expenses
$48,642
Net income
$34,733
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Summary only. Only limited summary data is available for this year.$0.89$0.11$0.78$1.12$1.52$0.40
2018Detailed filing. Detailed filing data is available for this year.$1.29$0.11$1.18$2.02$1.40$0.62
2017Detailed filing. Detailed filing data is available for this year.$0.67$0.11$0.56$1.00$1.05$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.71$0.11$0.61$0.79$0.56$0.23
2015Detailed filing. Detailed filing data is available for this year.$0.48$0.11$0.38$0.82$1.12$0.30
2014Detailed filing. Detailed filing data is available for this year.$0.85$0.12$0.73$0.83$0.49$0.35
2013Detailed filing. Detailed filing data is available for this year.$0.51$0.15$0.36$0.78$0.64$0.14
2012Summary only. Only limited summary data is available for this year.$0.20$0.00$0.64$0.83$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.41$0.77$0.47$0.30
2010Summary only. Only limited summary data is available for this year.$0.09$0.00$0.35$0.26$0.09